WTM / White Mountains Insurance Group, Ltd. - Institutionellt ägande - Köpare

White Mountains Insurance Group, Ltd.
US ˙ NYSE ˙ BMG9618E1075

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i White Mountains Insurance Group, Ltd. inkluderar Bradley Foster & Sargent Inc/ct, Symphony Financial, Ltd. Co., NBSM - Neuberger Berman Small-Mid Cap ETF, B.O.S.S. Retirement Advisors, LLC, Glenmede Investment Management, LP, Jain Global LLC, SummitTX Capital, L.P., Petrus Trust Company, LTA, Premier Fund Managers Ltd, CAPROCK Group, Inc., HDUS - Hartford Disciplined US Equity ETF, BRYN MAWR TRUST Co, Merit Financial Group, LLC, WSML - iShares MSCI World Small-Cap ETF, State of Wyoming, Stephenson National Bank & Trust, BNP Paribas Asset Management Holding S.A., THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A, THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A, och VMAX - Hartford US Value ETF .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 22 227 18,06 39 913 10,08
2025-08-27 NP LLSCX - Longleaf Partners Small-Cap Fund 20 138 13,85 36 162 6,16
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 185 4,52 332 −2,35
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 235 77,85 12 913 71,65
2025-08-13 13F Norges Bank 30 494 54 759
2025-08-28 NP LAVLX - LORD ABBETT MID CAP STOCK FUND INC Class A 9 799 0,31 17 596 −6,47
2025-07-29 13F Chicago Partners Investment Group LLC 511 4,07 914 4,22
2025-08-13 13F EverSource Wealth Advisors, LLC 43 230,77 77 208,00
2025-08-08 13F Geode Capital Management, Llc 42 529 0,81 76 384 −6,01
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Paradigm Portfolio 924 1,99 1 659 −4,87
2025-07-15 13F Fortitude Family Office, LLC 21 10,53 38 2,78
2025-08-14 13F Colony Group, LLC 1 596 18,49 2 866 10,45
2025-08-14 13F State Street Corp 57 241 4,18 102 789 −2,86
2025-07-30 13F Forum Financial Management, LP 2 016 21,23 3 620 13,05
2025-08-08 13F Creative Planning 2 842 5,65 5 103 −1,49
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 345 740,62 2 377 843,25
2025-08-14 13F Qube Research & Technologies Ltd 1 792 40,55 3 218 31,04
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 6 345 3,05 11 214 −5,75
2025-08-04 13F Cooke & Bieler Lp 76 781 40,49 137 877 31,00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 135 2,27 239 −6,67
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short −1 276 −30,31 −2 291 −35,03
2025-05-22 NP FSGS - Small Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 165 22,22 318 20,99
2025-08-13 13F Rsm Us Wealth Management Llc 173 0,58 311 −6,34
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 2 867 17 818,75 5 148 17 060,00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 1 192 2,14 2 107 −6,61
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 588 8,29 1 049 4,48
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 564 3,17 2 764 −5,63
2025-07-16 13F Signaturefd, Llc 52 4,00 93 −3,12
2025-08-14 13F Treasurer of the State of North Carolina 1 162 3,20 2 0,00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 378 20,38 679 12,25
2025-08-12 13F Prudential Financial Inc 150 279
2025-08-14 13F Sei Investments Co 4 905 19,63 8 809 11,55
2025-07-22 13F Merit Financial Group, LLC 122 219
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 156 0,52 2 043 −8,06
2025-08-12 13F Jpmorgan Chase & Co 2 323 16,97 4 171 9,07
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 43 4,88 77 −1,28
2025-08-26 NP IAK - iShares U.S. Insurance ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 388 6,65 4 288 −0,53
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 3 624 4,41 6 468 0,76
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 107 7,00 191 3,26
2025-07-31 13F Oppenheimer Asset Management Inc. 1 363 2,10 2 448 −4,79
2025-08-14 13F Gotham Asset Management, LLC 960 1 724
2025-08-28 NP RSPFX - Victory RS Partners Fund Class A 9 090 19,61 16 323 11,53
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 215 5,91 380 −3,06
2025-08-26 NP LST - Leuthold Select Industries ETF 45 21,62 81 12,68
2025-08-15 13F CI Private Wealth, LLC 1 698 149,71 3 049 132,93
2025-08-14 13F CoreFirst Bank & Trust 4 7
2025-07-24 NP LRSCX - Small-Cap Value Series Class A 3 878 1,41 6 921 −2,14
2025-08-08 13F/A Sterling Capital Management LLC 167 21,90 300 13,69
2025-08-26 NP TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144 0,70 259 −6,18
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 1 2
2025-08-14 13F Mercer Global Advisors Inc /adv 118 212
2025-08-13 13F Quadrature Capital Ltd 548 86,39 983 73,19
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182 322
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 346 7,12 612 −2,08
2025-07-23 NP CFSSX - Column Small Cap Select Fund 525 31,25 937 26,79
2025-08-14 13F Royal Bank Of Canada 2 190 70,83 3 933 59,36
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 9 16
2025-07-23 13F Mraz, Amerine & Associates, Inc. 21 576 2,61 38 745 −3,16
2025-08-14 13F Price T Rowe Associates Inc /md/ 1 751 4,72 3 0,00
2025-08-14 13F Financial Network Wealth Advisors LLC 1 2
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 687 0,77 8 365 −2,76
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 91 12,35 162 8,72
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 10 506 8,31 18 569 −0,94
2025-05-28 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 17 6,25 33 3,23
2025-08-01 13F Teacher Retirement System Of Texas 391 4,27 702 −2,77
2025-08-13 13F Edgestream Partners, L.P. 7 809 120,59 14 023 105,69
2025-08-06 13F SOUTH STATE Corp 3 5
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 229 4,24 2 172 −4,65
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 5 300 14,52 9 367 4,74
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F Agf Management Ltd 1 332 4,39 2 392 −2,69
2025-07-15 13F Public Employees Retirement System Of Ohio 810 2,02 1 455 −4,91
2025-07-18 13F Parsons Capital Management Inc/ri 1 892 25,46 3 398 16,98
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213 6,50 376 −2,59
2025-07-23 13F Equitable Trust Co 787 42,31 1 413 32,80
2025-07-25 13F Stephens Consulting, LLC 1 2
2025-08-14 13F/A Barclays Plc 3 383 2,67 6 0,00
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 141 272
2025-08-12 13F LPL Financial LLC 1 985 6,15 3 564 −1,03
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3 290 1,26 5 908 −5,58
2025-07-24 13F IFP Advisors, Inc 1 2 0,00
2025-08-11 13F Citigroup Inc 1 362 56,91 2 446 46,32
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 4 319 41,33 7 756 31,78
2025-08-13 13F Walleye Capital LLC 300 539
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 934 5,66 1 677 −1,47
2025-08-13 13F Victory Capital Management Inc 17 640 9,63 31 677 2,22
2025-08-28 NP RSINX - Victory RS Investors Fund Class A 2 300 26,37 4 130 17,87
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 2 4
2025-08-14 13F Smartleaf Asset Management LLC 7 75,00 12 71,43
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 827 0,30 24 678 −3,20
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 1 209 2,72 2 171 −4,19
2025-08-14 13F T. Rowe Price Investment Management, Inc. 62 941 0,76 113 −5,83
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 2 983 22,71 5 272 12,24
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 758 2,71 1 340 −6,10
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short −1 635 52,80 −2 936 42,52
2025-08-15 13F Tower Research Capital LLC (TRC) 190 216,67 341 196,52
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 1 060 16,48 1 873 6,54
2025-08-14 13F Mariner, LLC 742 3,06 1 332 −3,90
2025-08-12 NP POPFX - Prospector Opportunity Fund 2 390 13,65 4 292 5,98
2025-08-12 NP PCAFX - Prospector Capital Appreciation Fund 433 12,18 778 4,58
2025-08-28 NP SELV - SEI Enhanced Low Volatility U.S. Large Cap ETF 258 7,95 463 0,65
2025-08-13 13F Arizona State Retirement System 751 1,90 1 349 −5,00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 17 54,55 30 42,86
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 637 60,86 1 144 50,99
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 203 4,27 14 498 −4,63
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 134 7,20 241 0,00
2025-07-15 13F Td Private Client Wealth Llc 32 3,23 57 −3,39
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 44 7,32 79 1,28
2025-08-14 13F Glenmede Investment Management, LP 374 672
2025-08-05 13F Bank Of Montreal /can/ 432 3,85 776 −3,25
2025-08-14 13F Ubs Asset Management Americas Inc 12 276 8,76 22 044 1,42
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 84 5,00 150 1,36
2025-07-25 13F Allspring Global Investments Holdings, LLC 29 585 19,02 52 957 12,01
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 327 13,94 587 6,34
2025-08-11 13F Principal Securities, Inc. 200 8,11 359 0,00
2025-08-11 13F Bradley Foster & Sargent Inc/ct 5 522 9 916
2025-08-06 13F Resona Asset Management Co.,Ltd. 487 3,40 875 −3,64
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 204 3,55 366 −3,43
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 502 11,92 2 655 2,35
2025-08-07 13F Vise Technologies, Inc. 196 15,98 352 7,01
2025-08-06 13F Phocas Financial Corp. 5 392 0,02 9 683 −6,74
2025-08-14 13F Southeastern Asset Management Inc/tn/ 21 094 14,12 37 879 6,41
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 538 2,67 960 −0,93
2025-08-14 13F/A Skopos Labs, Inc. 4 300,00 7 600,00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 439 11,70 776 2,11
2025-07-28 13F Td Asset Management Inc 1 618 1,63 2 905 −5,22
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3 5
2025-07-08 13F Parallel Advisors, LLC 46 70,37 83 60,78
2025-07-28 NP VSSVX - Small Cap Special Values Fund 954 30,51 1 703 25,98
2025-08-14 13F Bnp Paribas Arbitrage, Sa 188 27,89 338 19,08
2025-07-23 NP CFSLX - Column Small Cap Fund 92 22,67 164 18,84
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Global Portfolio 1 444 11,25 2 593 3,76
2025-08-14 13F Hrt Financial Lp 5 087 9
2025-08-06 13F Savant Capital, LLC 192 30,61 345 21,55
2025-07-15 13F Fifth Third Bancorp 17 183,33 31 172,73
2025-08-13 13F Mount Yale Investment Advisors, LLC 76 136
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79 2,60 140 −6,08
2025-07-14 13F Park Avenue Securities Llc 637 1
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short −257 20,66 −459 16,54
2025-08-12 13F Pathstone Holdings, LLC 384 8,47 690 1,17
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 1 220 56,41 2 156 43,07
2025-08-08 13F Hartland & Co., LLC 54 1 250,00 97 1 271,43
2025-07-16 13F Stephenson National Bank & Trust 26 47
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 700 2,49 1 249 −1,11
2025-07-25 13F JustInvest LLC 233 13,11 418 5,56
2025-08-14 13F Vident Advisory, LLC 120 215
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short −1 284 −4,18 −2 306 −10,66
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 533 957
2025-08-07 13F Allworth Financial LP 28 12,00 50 13,64
2025-05-22 NP VMAX - Hartford US Value ETF 6 12
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 936 17,29 1 654 7,26
2025-08-11 13F Symphony Financial, Ltd. Co. 1 827 3 279
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 836 1,33 1 478 −7,34
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 378 6,48 675 2,74
2025-08-04 13F Strs Ohio 1 575 37,55 2 828 28,25
2025-08-12 13F/A Boston Partners 89 394 4,88 160 471 −1,71
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 19 72,73 34 57,14
2025-08-13 13F Russell Investments Group, Ltd. 117 0,86 210 −5,83
2025-08-14 13F Jain Global LLC 300 539
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 22 349 2,30 40 133 −4,61
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 289 4,71 516 0,98
2025-06-26 NP HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 1 214 14,21 2 146 4,43
2025-07-25 13F Sequoia Financial Advisors, LLC 830 0,48 1 490 −6,35
2025-09-04 13F/A Advisor Group Holdings, Inc. 390 5,12 701 −1,96
2025-07-28 13F Bayforest Capital Ltd 4 7
2025-08-14 13F Wells Fargo & Company/mn 9 587 2,53 17 216 −4,40
2025-07-28 NP NBSM - Neuberger Berman Small-Mid Cap ETF 922 1 646
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 165 8,55 294 4,63
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 575 4,17 2 784 −4,72
2025-08-15 13F Kestra Advisory Services, LLC 128 10,34 231 3,14
2025-06-30 NP VASVX - Vanguard Selected Value Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 391 29,04 43 110 18,02
2025-08-01 13F Envestnet Asset Management Inc 17 511 1,40 31 445 −5,45
2025-08-13 13F Kilter Group LLC 2 4
2025-08-13 13F Bank Of Nova Scotia 196 26,45 352 17,79
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 352 1,72 38 342 −5,15
2025-07-29 NP EBI - Longview Advantage ETF 211 21 000,00 377 37 500,00
2025-08-14 13F UBS Group AG 5 012 42,47 9 000 32,86
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short −1 150 −9,80 −2 065 −15,89
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 2
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 625 5,62 6 470 1,92
2025-08-27 NP TSFAX - Touchstone Small Cap Fund Class A 7 779 0,57 13 969 −6,23
2025-08-14 13F Jane Street Group, Llc 6 071 950,35 10 902 879,42
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 2 056 21,23 3 670 17,00
2025-07-11 13F Farther Finance Advisors, LLC 468 19,39 840 12,75
2025-08-27 13F/A Squarepoint Ops LLC 279 42,35 501 32,89
2025-08-08 13F Prospector Partners Llc 4 076 5,73 7 319 −1,40
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 332 596
2025-08-26 NP BSMC - Brandes U.S. Small-Mid Cap Value ETF 532 11,53 955 4,03
2025-08-26 NP FOVL - iShares Focused Value Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 400 12,68 718 5,12
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 4,00 47 −4,17
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 416 4,52 735 −4,42
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 496 1,53 140 957 −5,32
2025-08-08 13F Tortoise Investment Management, LLC 1 2
2025-08-04 13F Assetmark, Inc 1 2
2025-08-05 13F Speece Thorson Capital Group Inc 11 383 2,01 20 −4,76
2025-08-14 13F Mml Investors Services, Llc 2 734 6,22 5 0,00
2025-08-06 13F Wedbush Securities Inc 211 2,93 0
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59 5,36 105 1,94
2025-08-06 13F Commonwealth Equity Services, Llc 324 4,52 1
2025-08-14 13F D. E. Shaw & Co., Inc. 2 436 3,31 4 374 −3,68
2025-07-25 13F Atria Wealth Solutions, Inc. 229 8,53 411 1,23
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 57 3,64 102 −2,86
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 902 7,03 15 985 −0,19
2025-05-15 13F/A Orion Portfolio Solutions, LLC 108 5 300,00 208 10 300,00
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 39 085 10,73 69 759 6,86
2025-06-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109 6,86 193 −2,54
2025-07-30 13F Ethic Inc. 780 31,98 1 391 23,75
2025-08-07 13F Parkside Financial Bank & Trust 71 7,58 127 0,00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 22 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3 5
2025-07-25 13F Cwm, Llc 31 34,78 0
2025-08-14 13F SummitTX Capital, L.P. 299 537
2025-07-17 13F Janney Montgomery Scott LLC 446 7,99 1
2025-07-17 13F Hengehold Capital Management Llc 493 13,59 885 5,99
2025-08-04 13F AMG National Trust Bank 575 0,17 1 033 −6,61
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 240 10,09 424 0,71
2025-05-15 13F CAPROCK Group, Inc. 184 354
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 653 35,20 1 154 23,69
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 231 33,53 412 23,72
2025-07-28 13F BRYN MAWR TRUST Co 140 251
2025-07-29 13F Regions Financial Corp 658 19,64 1 182 11,52
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 101 180
2025-08-08 13F Avantax Advisory Services, Inc. 121 218
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8 14
2025-08-25 13F/A Neuberger Berman Group LLC 83 699 47,19 150 300 37,25
2025-05-28 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 27 3,85 52 2,00
2025-08-14 13F Xponance, Inc. 120 3,45 215 −3,59
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short −393 113,59 −706 99,15
2025-08-12 13F Legal & General Group Plc 4 309 4,33 7 738 −2,72
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39 424 1,59 70 794 −5,27
2025-08-14 13F Millennium Management Llc 1 392 45,61 2 500 35,74
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 390 18,18 700 10,24
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 3 873 24,65 6 955 16,23
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 410 46,95 736 37,06
2025-05-22 NP ROUS - Hartford Multifactor US Equity ETF 725 6,77 1 396 5,76
2025-08-14 13F Petrus Trust Company, LTA 238 427
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 1 227 21,85 2 203 13,62
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 407 14,33 719 4,66
2025-08-13 13F River Road Asset Management, LLC 109 892 0,21 196 465 −6,97
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 135 17,39 241 13,21
2025-08-13 13F Cerity Partners LLC 1 900 0,21 3 412 −6,57
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 070 6,26 1 891 −2,78
2025-08-19 13F State of Wyoming 76 136
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 226 3,67 403 0,00
2025-08-12 13F Global Retirement Partners, LLC 328 25,19 589 15,52
2025-08-14 13F Main Street Financial Solutions, LLC 1 293 2,54 2 321 −4,37
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 095 182,22 1 954 172,52
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 230 43,75 413 34,09
2025-07-31 13F Nisa Investment Advisors, Llc 731 0,14 1 313 −6,62
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 127 33,68 224 22,40
2025-08-08 13F Cetera Investment Advisers 261 3,57 469 −3,51
2025-08-13 13F Jones Financial Companies Lllp 19 90,00 34 73,68
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 325 8,25 2 365 4,46
2025-08-13 13F Brandes Investment Partners, Lp 570 10,68 1 024 3,23
2025-08-14 13F Goldman Sachs Group Inc 6 885 61,66 12 363 50,73
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 252 8,62 450 4,66
2025-08-12 13F Steward Partners Investment Advisory, Llc 105 6,06 189 −1,05
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio 1 804 9,07 3 239 1,70
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short −3 −5
2025-08-11 13F Midwest Professional Planners, LTD. 628 6,08 1 128 −1,14
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 996 5,75 5 380 −1,39
2025-07-14 13F GAMMA Investing LLC 182 139,47 327 123,29
2025-08-21 NP KINETICS PORTFOLIOS TRUST - Kinetics Small Cap Portfolio 2 890 2,92 5 190 −4,03
2025-08-28 NP SMMD - iShares Russell 2500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 589 6,32 1 058 −0,84
2025-08-11 13F Premier Fund Managers Ltd 221 0
2025-08-08 13F Crossmark Global Holdings, Inc. 158 30,58 284 21,46
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129 6,61 228 −2,15
Other Listings
DE:WNI 1 490,00 €
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